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X @Bloomberg
Bloomberg· 2025-11-11 05:06
Great-West Lifeco is merging its European asset management units to set up a money manager headquartered in the City of London. https://t.co/yfeaM9No5p ...
Crocs: Attractive Valuation, Unattractive Trend
Seeking Alpha· 2025-11-10 10:05
Company Overview - Crocs, Inc. (CROX) is an American footwear company recognized for its signature clogs, slides, sandals, and boots [1] - The company operates within the consumer cyclical sector and focuses on designing, manufacturing, and marketing products for men, women, and children [1]
X @Token Terminal 📊
Token Terminal 📊· 2025-11-09 09:31
RT Token Terminal 📊 (@tokenterminal)The tokenized fund AUM on @ethereum is up by ~2,000% since January '24.The growth has been driven by major asset managers, like BlackRock & Fidelity, bringing their funds onchain. https://t.co/CFhO3ZL8bw ...
Assured Guaranty(AGO) - 2025 Q3 - Earnings Call Presentation
2025-11-07 13:00
Financial Performance - Adjusted operating income reached $336 million, a 17% increase per share compared to the same period in 2024[15] - The company earned $124 million of adjusted operating income in the third quarter, a 6% increase on a per share basis above the third quarter 2024 amount[11] - The alternative investment portfolio generated $112 million of pre-tax adjusted operating income[15] New Business and Capital Management - $25 billion of new business par was insured, the highest amount in the first nine months in a decade[15] - $9 billion of new business par was insured in the third quarter, the largest third-quarter amount in a decade[11, 18] - $194 million of PVP was generated[15, 18] - Over 4 million shares were repurchased at a cost of $369 million, representing nearly 9% of shares outstanding on December 31, 2024[15] Portfolio and Resources - The total investment portfolio plus cash stands at $89 billion[28, 64] - Claims-paying resources are $101 billion, resulting in a net par outstanding to claims-paying resources ratio of 27:1[28] - Net par outstanding is $2749 billion, with U S public finance accounting for $2121 billion, non-U S public finance for $513 billion, and global structured finance for $115 billion[28]
X @s4mmy
s4mmy· 2025-11-07 11:18
Agentic Commerce & AI - Agentic Commerce 将在 2026 年迎来爆发,预计数十亿 Agent 将参与其中,行业关注 Coinbase 和以太坊基金会等领先者,以及 Nethermind 等如何提供支持 [1] - Agent 信誉层是 Agentic Commerce 达到临界规模的关键,Ethos Network、Ch40sChain 和 Moca Network 等协议可能提供 Agent 信誉数据存储库,信誉最高的 Agent 可能会获得大部分经济活动 [1] - 机器人技术在过去 6 个月内改进速度惊人,预计将呈指数级增长,目前可以预订价格低于 2 万美元的机器人,Auki、peaq、Roba_Labs 等公司正在开拓,但总市值低于 4 亿美金,行业认为被低估 [1] - AI 驱动的收益产品,如 gaib_ai、USDai_Official 和 AethirCloud,鉴于对计算和 GPU 的巨大需求,具有增长潜力 [1] - 新兴的 AI First 公链,如 GoKiteAI、NEARProtocol、Fetch_ai、0G_labs 和 ICP,优先考虑 Agent 活动,并积极寻找合作伙伴以引入真实活动到其生态系统中 [1] DeFi & TradFi Integration - 资产管理和收益优化 Agent,如 gizatechxyz、almanak、yieldseekerxyz 和 ZyfAI_,使自动赚取 2 倍于传统金融的收益变得更容易,且无需高额费用和麻烦 [1] - 稳定币和 NeoBanks 正在迫使传统金融采用或被淘汰,Tria Legion 的销售,加密货币卡的活跃以及 Plasma 的愿景,甚至 Revolut、VISA 和 Mastercard 对加密货币和 Agent 的关注都表明了这一点 [1] - Tether 和 Circle 市值增长表明有更多美元进入链上,为 Agentic 基础设施的开发做好了准备,预计未来 Agent 的经济活动将超过人类,监测其与 M2 流动性一致性非常有用 [1] Privacy & Tokenization - 隐私币解决了区块链活动过于透明的问题,ZEC 价格上涨是该领域很好的营销案例,行业认为未来会出现更好的隐私币 [1] - RWA(包括股票)的代币化是不可避免的,尽管 ASX 和 LSE 等公司之前的尝试失败了,但区块链比当前系统更好 [1] Data & Prediction Markets - 信息金融仍然处于初级阶段,平台正在收集有价值的数据,KaitoAI 和 cookiedotfun 正在探索资本加权的思想份额、增强的分析和 Agent 群,以从时间线中解读信号 [2] - 预测市场有机会颠覆传统博彩市场,为零售提供突破性用例,Vooi 等聚合器使您能够通过单个 UI 耕种多个 Perp DEX,并得到 Yzilabs 的支持,后者曾提供 10 亿美元的赠款来孵化更多 BNB 上的 AI First 项目 [1]
3M: Growth Has Resumed, But Stock May Only Mirror Earnings Momentum (NYSE:MMM)
Seeking Alpha· 2025-11-07 02:42
Company Overview - 3M Company (MMM) is an American conglomerate specializing in worker safety, industry, electronics, transportation, and consumer goods [1] Sales Channels - The company sells products through its e-commerce platform and authorized resellers, including major online retailers like Amazon [1]
Sea Limited: Premium Valuation Backed By Strong Execution And Global Diversification
Seeking Alpha· 2025-11-06 16:29
Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives.As you might be as well, I am a stock market enthusiast. My core passion lies in understanding ...
Delta Air Lines: A Quality Airline Trading Below Its Fair Value (NYSE:DAL)
Seeking Alpha· 2025-11-06 11:36
Delta Air Lines, Inc. ( DAL ) is one of the largest American airline companies that provides scheduled air transportation for both passengers and cargo globally. In addition, DAL owns a jet fuel refinery, which is used forDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client ass ...
CPA Australia urges Queensland to focus on financial sustainability
Yahoo Finance· 2025-11-06 09:53
CPA Australia has advised the Queensland government to expand its review of local council finances, recommending that attention go beyond depreciation of fixed assets to encompass the wider issue of long-term financial sustainability. This recommendation was made as part of a submission to the Queensland Local Government Depreciation Taskforce. CPA Australia noted that although depreciation remains a key part of accounting for councils, it should not be used as the sole indicator when evaluating their fi ...
KKR eyes expanded role for insurance arm in India
Yahoo Finance· 2025-11-05 10:29
Group 1 - KKR & Co is enhancing its Indian insurance division while expanding in private equity, infrastructure, and credit across India [1][2] - The insurance operations are managed by Global Atlantic Financial Group, fully acquired by KKR in January 2024 [1] - KKR's insurance division made its first investment in India in June, providing $600 million in financing to Manipal Group [2] Group 2 - KKR's insurance business is also expanding in Japan and Europe, with adjusted investible assets of $197 million as of September [3] - KKR has committed $9 billion in equity investments in India since 2020, focusing on private equity and infrastructure [4] - The credit division is identified as KKR's fastest-evolving business line, with India and Japan showing the strongest performance among Asian markets [4] Group 3 - KKR manages approximately $685 billion in assets globally, with credit operations accounting for $250 billion to $300 billion [5] - The Indian business is expected to increasingly align with KKR's global profile over time [5] - KKR aims to invest between $90 billion and $100 billion globally this year [4]